Remote Enterprise AI Solutions Consultant

Zocks

Massachusetts

Remote

USD 180,000 - 200,000

Full time

10 days ago

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Benefits offered by this job

Unlimited PTO

Medical benefits

Dental benefits

Vision benefits

Equity

Job summary

Zocks is expanding its enterprise solutions team, seeking a Solution Consultant to guide AI-enabled wealth-management implementations for top firms. You will translate client workflows into credible Zocks designs, and demonstrate how our platform fits within complex environments.

You’ll partner with Enterprise Account Executives, shape recurring needs into new offerings, and ensure a smooth handoff from sale to delivery.

Qualifications

Substantial experience in technical consulting, sales/solution engineering, and/or solution architecture supporting complex, long-term enterprise client engagements
Intermediate to expert knowledge of AI systems and architecture, with the ability to speak credibly to highly technical audiences about how AI applications are built, governed, and deployed
Strong grounding in integration design and common enterprise integration patterns, including CRM platforms such as Salesforce
Experience across both presales and post-sale delivery or consulting is strongly preferred
Familiarity with financial services or another regulated industry is preferred
Executive presence and clear written and verbal communication, including the ability to translate technical detail for business decision-makers
Comfort operating in a growth-stage environment where processes and assets are still being built.

Responsibilities

Lead technical and business discovery with enterprise and strategic clients and prospects, translating their workflows, systems, and requirements into a clear Zocks solution design.
Design and deliver tailored demonstrations and proofs of concept that show how Zocks operates within a prospect's environment and integrations.
Serve as the subject-matter expert on AI, platform architecture, integrations, and data handling in discussions with technical, security, and compliance stakeholders.
Identify recurring customer needs across opportunities and shape them into new Zocks-based solutions.
Build reusable assets, reference designs, and solution materials that raise the quality and consistency of enterprise selling.
Partner closely with delivery teams to ensure a clean transition from sale to implementation and to keep scoped commitments aligned with delivery.
Bring structured customer feedback to Product and Product Marketing, and keep Account Executives current on new capabilities and positioning.